FDA Approvals of Nemolizumab and Lebrikizumab to Shift Dermatologists' Views on Atopic Dermatitis Market

Since debuting in 2017 as the first advanced systemic treatment for atopic dermatitis (AD), Dupixent from Sanofi/Regeneron has led the US market. However, recent entrants like LEO Pharma’s Adbry, Pfizer’s Cibinqo, and AbbVie’s Rinvoq are starting to reshape this landscape. Although Dupixent retains a significant market share, its dominance is waning with the increased adoption of these new therapies, a trend that is expected to continue as more treatments are introduced.

Spherix Global Insights has been monitoring the AD market since before Dupixent's launch, delivering quarterly updates via their RealTime Dynamix™ service. The latest results show that despite initial mixed reactions, Adbry has grown substantially and is now a strong competitor to Rinvoq, whose use has stagnated since 2022.

The study also indicates that over the past two years, the proportion of adults with atopic dermatitis receiving advanced systemic treatments has expanded, now encompassing two-fifths of this patient population. This rise underscores the increasing demand for effective AD therapies and the necessity for more treatment options.

With a growing pipeline and heightened competition, manufacturers face the challenge of distinguishing their products. According to Spherix’s latest report, specific efficacy attributes, such as itch reduction and mechanism of action, are seen as crucial differentiators. Galderma’s nemolizumab, which brings these features to the market, is particularly notable. Additionally, physicians highlight significant unmet needs for patients on second-line advanced systemic treatments and those suffering from severe itch, making these groups a key focus for manufacturers.

The potential approvals of Galderma’s nemolizumab and Eli Lilly’s lebrikizumab are expected to further change physician perspectives. Over recent years, preference for the IL-13 mechanism has steadily declined in favor of the IL-31 mechanism, which is now comparable to JAK inhibitors. Consequently, dermatologists show a stronger preference for nemolizumab over lebrikizumab for FDA approval. Nonetheless, both treatments are anticipated to be adopted, potentially reducing Dupixent's market share. The expected adoption of nemolizumab is further bolstered by prescriber experience from its recent approval for prurigo nodularis, a condition marked by chronic itch.

Spherix Global Insights is committed to tracking these market developments, providing essential insights into the evolving atopic dermatitis landscape and guiding stakeholders through the changing treatment dynamics.

RealTime Dynamix™ is an independent service offering strategic guidance through quarterly or semiannual reports. These reports feature market trending and event-driven content, based on robust primary research by healthcare professionals and Spherix’s expert team. These insights deliver a comprehensive view of the competitive landscape in fast-evolving specialty markets.

Spherix Global Insights is a leading independent firm specializing in market intelligence and advisory services, delivering commercial value to the global life sciences industry across the brand lifecycle. The firm’s team of experts offers an unbiased and comprehensive perspective within rapidly changing specialty markets, including dermatology, gastroenterology, rheumatology, nephrology, neurology, ophthalmology, and hematology. Spherix empowers clients to make informed decisions and identify growth opportunities through unparalleled market insights and advisory services.